iDoklad

The connection uses the official iDoklad API (version 3).

Configuration

In iDoklad, under Settings → API → Add New API, you will generate a pair of Client ID and Client Secret and insert them in ParseDoc under iDoklad. You do not provide us with your iDoklad password; it is a separate access that can be revoked at any time. The credentials will be verified immediately upon saving.

As long as our application is not registered with iDoklad, the connection appears as unset. This is intentional: a button that always fails is worse than none.

What is transmitted

Received documents as incoming invoices, issued as outgoing. The invoice number series, payment method, and default currency are taken from your iDoklad settings, ensuring the document fits into your series. Items are transferred with quantity and price; the unit is sent as a piece.

Dictionaries

iDoklad requires that VAT rates match its dictionary. We convert our rates to it; if the document is still rejected due to the rate, an option to send with a zero rate is offered. Unreadable bank details from paper invoices are preferably omitted to ensure the document passes.

Contacts

They are matched by IČO. An unmatched contact is created, and if the sending fails, it is deleted again. A document that we have already sent is recognized by the stored number; if you delete it in iDoklad in the meantime, it will be sent again.